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클라우드 컴퓨팅

클라우드 컴퓨팅은 고객이 자체 건물에서 운영할 하드웨어를 판매하는 대신 서버, 스토리지, 소프트웨어를 대여해요. 이를 통해 기술 지출은 일회성 자본 투자에서 매월 청구되는 비용으로 바뀌었고, 클라우드를 제공하는 플랫폼은 그 자체로 핵심 인프라가 되었어요.

64개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
201
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$27.9억 -US$1.33억 14 10.13% 축소
202
Axiom Investors
Axiom Investors
Connecticut
US$27.9억 +US$3.37억 3 20.56% 증가
203
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
US$27.8억 -US$1718만 3 17.4% 축소
204
Creative Planning
Creative Planning
Kansas
US$27.7억 +US$7863만 30 2.69% 증가
205
Skye Global Management
Skye Global Management
Florida
US$27.7억 -US$8833만 2 57.69% 축소
206
CIBC World Market
CIBC World Market
Ontario, Canada
US$27.6억 +US$1.78억 19 5.79% 증가
207
Boston Partners
Boston Partners
Massachusetts
US$27.6억 -US$1.54억 9 3.35% 축소
208
Soroban Capital Partners
Soroban Capital Partners
New York
US$27.5억 +US$5959만 3 36.8% 증가
209
Citadel Advisors
Citadel Advisors
Florida
US$27.5억 +US$6.58억 39 0.48% 증가
210
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$27.1억 +US$7836만 7 19.25% 증가
211
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$27.1억 +US$9128만 9 11.79% 증가
212
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$27억 -US$1638만 19 18.91% 축소
213
Altarock Partners
Altarock Partners
Florida
US$26.1억 -US$1806만 3 52.88% 축소
214
Calamos Advisors
Calamos Advisors
Illinois
US$25.8억 -US$2999만 11 10.78% 축소
215
Appaloosa LP
Appaloosa LP
New Jersey
US$25.8억 +US$2055만 5 39.84% 증가
216
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$25.5억 +US$4.06억 13 10.7% 증가
217
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$25.5억 -US$2270만 14 13.23% 축소
218
CIBC World Markets
CIBC World Markets
New York
US$25.4억 +US$4.74억 19 14.9% 증가
219
UniSuper Management
UniSuper Management
Australia
US$25.4억 +US$5166만 16 18.24% 증가
220
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$25억 +US$2.13억 26 9.71% 증가
221
M&T Bank
M&T Bank
New York
US$24.7억 +US$368만 19 8.27% 증가
222
Federated Hermes
Federated Hermes
Pennsylvania
US$24.6억 +US$3247만 20 5.39% 증가
223
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$24.6억 +US$1.84억 10 13.74% 증가
224
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$24.3억 +US$1.64억 16 8.59% 증가
225
Holocene Advisors
Holocene Advisors
New York
US$24.2억 +US$10.9억 10 7.75% 증가